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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,848 | $142,972-53.9% | $214,702-69.3% | $86,983-24.3% |
| Participation rate | 98.7% | 84.9%+13.8pp | 87.5%+11.2pp | 69.5%+29.1pp |
| Annual return | 19.23% | 18.49%+0.7pp | 54.55%-35.3pp | 25.83%-6.6pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $6,568-100.0% | $9,147-100.0% | $4,194-100.0% |
| Admin fee / account holder | $799 | $17,617-95.5% | $19,830-96.0% | $7,856-89.8% |